Compass Financial Advisors

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401k Plans

A 401(k) plan is one of the most important employee benefits a company can offer. A good plan should be effective and flexible for participants, in order to help them meet their retirement savings objectives, yet simple and efficient for administrators.

A successful 401(k) plan should not only encourage participation, but should also inspire participants to defer enough of their salary to prepare for a comfortable retirement, and should provide enough options to allow them to ensure their assets are appropriately diversified for their time horizons and retirement goals.

At Compass Financial Advisors, we provide comprehensive support to help you select a plan that meets your company's needs. You will receive local, personalized attention and assistance on critical issues like:


Plan and Vendor Evaluation

Does a vendor's plan include a broad range of investment options? Does it offer auto service features such as auto enrollment, auto increase, or qualified default investment options (some of the provisions of the Pension Protection Act of 2006)?



Is the vendor's installation process smooth and coordinated? Do they offer an effective employee communication and education program?


Ongoing Plan Service 

Does the vendor provide ongoing support to help you administer the plan? Are their services designed to help you attract and retain talented employees? 

Your employees deserve a 401(k) plan that may help them improve their retirement readiness. Compass offers the ongoing service and support you may need to make the most appropriate provider selection, as you may not have the time or expertise to manage this process alone.


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Latest Market News

 Stocks fell for the week as investors grappled with higher bond yields, political risks around the globe, trade tensions and higher energy prices. The real estate and utilities sectors, which tend to be bond proxies due to their high dividend yields, lost over 2% for the week. By contrast, the materials and energy sectors posted the biggest gains as investors are starting to price in higher inflation expectations. In economic news, retail sales rose 0.3% in April, in-line with forecasts, as higher paychecks from tax-cuts offset rising fuel costs. In stock news, both Walmart Inc.

 Treasury prices dropped moderately over the course of the week on strong economic data and speculation that both the Federal Reserve and European Central Bank may raise interest rates more quickly than previously expected. On Tuesday, April Advance Retail Sales were solid while March sales figures were revised to 0.8%, and May Empire Manufacturing was higher than expected, causing a risk-on environment which led to a significant drop in Treasury prices. It was also reported on Tuesday that the U.S.

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Securities offered through Harbour Investments, Inc.,
member FINRA/SIPC.

Investment Advisory Services offered through
Compass Financial Advisors, LLC,
a registered Advisor. 
Compass Financial Advisors, LLC &
Harbour Investments, Inc.
are separate entities.

Check the background of this firm
on FINRA's Broker Check